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View the tax and accrual summary for consumer use transactions

Use the tax and accrual summary to view where you overpaid or underpaid tax on the selected transactions.

Avalara Consumer Use is an add-on for AvaTax. Adjust transactions in Avalara Consumer Use and then forward them to your AvaTax company to manage reports and returns.

 

Steps

  1. In Avalara Consumer Use, go to Transactions > Transactions.
  2. Filter your transactions to narrow the results.
  3. Select Tax and Accrual Summary to expand a breakdown of transactions based on the current filter, organized by transaction status.

Columns

Values are calculated based on the transactions that meet your filter selections. 

  • Docs
    The total number of transaction documents or invoices.
  • Lines
    The total number of lines across all transaction documents.
  • Total
    The total sale amount of all transactions.
  • Taxable, Nontaxable
    The total taxable amounts of all transactions.
  • Charged Tax, Calculated Tax
    The amount of tax charged on your original transaction and the tax calculated by Avalara's tax engine.
  • Over Accrual
    The amount of overpaid tax.
  • Under Accrual
    The amount of underpaid tax. This should be considered when filing returns.

     
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